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Ascent Group, LLC

SEC CIK
0001913231
Latest filing
Aug 3, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Ascent Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRSH overviewAll 13F holders of MRSHFull Q2 2026 holdings

Shares (Q2 2026)
9,457
Value
$1.58M
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of MRSH by Ascent Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,457$1.58M<0.1%−5,845−38.2%ReducedHolders
Q1 202615,302$2.65M0.1%+641+4.4%AddedHolders
Q4 202514,661$2.72M0.1%−3,985−21.4%ReducedHolders
Q3 202518,646$3.76M0.1%−1,504−7.5%ReducedHolders
Q2 202520,150$4.41M0.2%−977−4.6%ReducedHolders
Q1 202521,127$5.16M0.2%+4,700+28.6%AddedHolders
Q4 202416,427$3.49M0.3%+584+3.7%AddedHolders
Q3 202415,843$3.53M0.3%−624−3.8%ReducedHolders
Q2 202416,467$3.47M0.3%+3,407+26.1%AddedHolders
Q1 202413,060$2.69M0.2%−3,022−18.8%ReducedHolders
Q4 202316,082$3.16M0.3%+933+6.2%AddedHolders
Q3 202315,149$3.00M0.3%+72+0.5%AddedHolders
Q2 202315,077$2.86M0.3%+2,685+21.7%AddedHolders
Q1 202312,392$2.06M0.2%+81+0.7%AddedHolders
Q4 202212,311$2.04M0.2%−30.0%ReducedHolders
Q3 202212,314$1.99M0.2%+1,651+15.5%AddedHolders
Q2 202210,663$1.75M0.2%+70+0.7%AddedHolders
Q1 202210,593$1.80M0.2%+2,391+29.2%AddedHolders
Q4 20218,202$1.29M0.2%–No prior filingHolders